In response to rising manufacturing costs, it is reported that TSMC plans to raise foundry prices again in the second half of this year

According to the media Digitimes, TSMC, which has repeatedly raised the price of foundries during the chip shortage, may raise prices again in the second half of this year.

Related media quoted sources from semiconductor equipment manufacturers, reporting that TSMC may consider raising prices again in the second half of this year.

Unlike the multiple price increases that began at the end of 2020, the current overall global chip supply is not tight, there is still an obvious surplus of memory chips, and the production capacity of wafer foundries is not as tight as it was in the previous two years. Even with advanced manufacturing processes, TSMC, which accounts for half of the global wafer foundry market, has experienced a decline in capacity utilization this year, and is not nervous. Therefore, the reasons why they may increase prices in the second half of the year are different from before.

As for the reason why TSMC's foundry prices may rise in the second half of the year, sources from semiconductor equipment suppliers revealed that it is related to rising costs in order to cope with increasing costs.

However, since the source of the semiconductor equipment manufacturer did not disclose more information about TSMC's possible price increase in the second half of the year, it is unclear the extent of the possible price increase and the process that may be involved.

In the several price increases starting at the end of 2020, TSMC’s price increase process is selective. Not all foundry prices of all process technologies are raised at once, and the prices of some processes are raised each time.